-3.9%
MCD vs VUG
+4.9%
-8.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.5% | +5.0% | +6.7% |
| 7D | +11.9% | -3.0% | +14.9% | +11.5% |
| 30D | +20.2% | -6.4% | +26.7% | +19.5% |
| 3M | +5.2% | -3.2% | +8.4% | +4.8% |
| 6M | 0.0% | +3.1% | -3.1% | -0.4% |
| YTD | -6.5% | +6.3% | -12.8% | -7.9% |
| 1Y | -3.9% | +5.2% | -9.1% | -5.1% |
| All | -3.9% | +4.9% | -8.8% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling